BETA

SOURLIS IRRV CHARITABLE TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SOURLIS IRRV CHARITABLE TR (EIN 26-6158755)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-13
IRS object ID
202621949349100517
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-13T09:52:01-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351509921PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SWARTZ RETSON & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1235 E 86TH AVENUEAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN266158755EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOURLIS IRREVOCABLE CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O THOMAS DEVINE PEOPLES BANKBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOURBusinessNameControlTxt
Phone2198537080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19204 COLUMBIA AVENUEAddressLine1Txt
CityMUNSTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP46321ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS DEVINEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2198537080PhoneNum
Signature2026-07-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J NEWMANPreparerPersonNm
PTINP00829437PTIN
Phone2197693616PhoneNum
Preparation2026-07-10PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,069,201FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$171,217DividendsRevAndExpnssAmt
Dividends Net Invst Incm$171,217DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,200,551NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,164,843GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,200,551CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,371,768TotalRevAndExpnssAmt
Total Net Invst Incm$7,371,768TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$46,805CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$46,805CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,852TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$51,157TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,805TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$656,455ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$656,455ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$707,612TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,805TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$656,455TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,664,156ExcessRevenueOverExpensesAmt
Net Investment Income$7,324,963NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$48,478SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,835,963SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,835,963SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,926,440CorporateStockBOYAmt
Corporate Stock EOY$4,784,051CorporateStockEOYAmt
Corporate Stock EOYFMV$6,233,238CorporateStockEOYFMVAmt
Total Assets BOY$3,974,918TotalAssetsBOYAmt
Total Assets EOY$10,620,014TotalAssetsEOYAmt
Total Assets EOYFMV$12,069,201TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,974,918RetainedEarningBOYAmt
Retained Earning EOY$10,620,014RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,974,918TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,620,014TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,974,918TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,620,014TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,974,918TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,664,156ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,639,074SubtotalAmt
Other Decreases$19,060OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,620,014TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
BLUESPARK TECH INCP2020-12-072025-12-31$700,001-$700,001-$700,001
200 SHARES PROSHARES ULTRAPRO QQQP2024-02-092025-01-21$11,971$5,009$5,009$16,980
645 SHARES PROSHARES ULTRAPRO QQQP2025-01-272025-02-18$50,508$7,435$7,435$57,943
595 SHARES PROSHARES ULTRAPRO QQQP2025-01-272025-07-25$46,593$6,518$6,518$53,111
45 SHARES PROSHARES ULTRAPRO QQQP2025-01-272025-09-05$3,524$620$620$4,144
345 SHARES PROSHARES ULTRAPRO QQQP2025-02-252025-09-05$26,914$4,858$4,858$31,772
570 SHARES PROSHARES ULTRAPRO QQQP2025-02-252025-10-10$44,466$17,713$17,713$62,179
105 SHARES PROSHARES ULTRAPRO QQQP2025-02-252025-11-17$8,191$2,745$2,745$10,936
610 SHARES PROSHARES ULTRAPRO QQQP2025-03-102025-11-17$36,403$27,128$27,128$63,531
295 SHARES PROSHARES ULTRAPRO QQQP2022-08-162025-01-21$11,239$13,807$13,807$25,046
385 SHARES PROSHARES ULTRAPRO QQQP2022-09-122025-01-21$11,812$20,875$20,875$32,687
510 SHARES PROSHARES ULTRAPRO QQQP2022-09-262025-01-21$10,901$32,398$32,398$43,299
740 SHARES PROSHARES ULTRAPRO QQQP2023-10-312025-01-21$23,769$39,057$39,057$62,826
230 SHARES PROSHARES ULTRAPRO QQQP2023-12-182025-01-21$11,624$7,903$7,903$19,527
5000 SHARES PROSHARES ULTRAPRO QQQP2024-02-092025-01-21$299,287$125,216$125,216$424,503
26150 SHARES PROSHARES ULTRAPRO QQQP2025-01-272025-02-18$2,047,723$301,428$301,428$2,349,151
300 SHARES PROSHARES ULTRAPRO QQQP2025-01-272025-06-13$23,492-$1,418-$1,418$22,074
500 SHARES PROSHARES ULTRAPRO QQQP2025-01-272025-06-30$39,153$1,914$1,914$41,067
24060SHARES PROSHARES ULTRAPRO QQQP2025-01-272025-07-25$1,884,062$263,603$263,603$2,147,665
1290 SHARES PROSHARES ULTRAPRO QQQP2025-01-272025-09-05$101,016$17,785$17,785$118,801
14210 SHARES PROSHARES ULTRAPRO QQQP2025-02-252025-09-05$1,108,529$200,127$200,127$1,308,656
23850 SHARES PROSHARES ULTRAPRO QQQP2025-02-252025-10-10$1,860,550$741,132$741,132$2,601,682
3230 SHARES PROSHARES ULTRAPRO QQQP2025-02-252025-11-17$251,974$84,429$84,429$336,403
25215 SHARES PROSHARES ULTRAPRO QQQP2025-03-102025-11-17$1,504,756$1,121,371$1,121,371$2,626,127
8295 SHARES PROSHARES ULTRAPRO QQQP2022-08-162025-01-21$316,020$388,231$388,231$704,251
17400 SHARES PROSHARES ULTRAPRO QQQP2022-09-122025-01-21$533,832$943,439$943,439$1,477,271
25100 SHARES PROSHARES ULTRAPRO QQQP2022-09-262025-01-21$536,533$1,594,473$1,594,473$2,131,006
30395 SHARES PROSHARES ULTRAPRO QQQP2025-10-312025-01-21$976,287$1,604,268$1,604,268$2,580,555
9560 SHARES PROSHARES ULTRAPRO QQQP2023-12-182025-01-21$483,162$328,488$328,488$811,650
FieldValueIRS element (for citing)
Capital Gain Net Income$7,200,551CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$101,817InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$101,817SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$101,817TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$130,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$133,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4,883EsPenaltyAmt
Overpayment$26,900OverpaymentAmt
Applied To ES Tax$26,900AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksTHOMAS DEVINE PEOPLES BANKIndividualWithBooksNm
Phone2198537080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19204 COLUMBIA AVEAddressLine1Txt
CityMUNSTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP46321ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPEOPLES BANKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19204 COLUMBIA AVEAddressLine1Txt
CityMUNSTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP46321ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$46,805CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,635,616AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,566,296AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,201,912TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,201,912AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$153,029CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,048,883NetVlNoncharitableAssetsAmt
Minimum Investment Return$502,444MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$502,444MinimumInvestmentReturnAmt
Tax Based On Investment Income$101,817TaxBasedOnInvestmentIncomeAmt
Total Tax$101,817TotalTaxAmt
Distributable Before Adj$400,627DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$400,627DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$400,627DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$656,455ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$656,455QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$400,627DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$34,950ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$244,735ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$85,352ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$365,037TotalExcessDistributionCyovAmt
Qualifying Distributions$656,455QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$400,627AppliedToCurrentYearAmt
Remaining Distri From Corpus$255,828RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$620,865TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$34,950ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$585,915ExcessDistriCyovToNextYrAmt
Excess From Year4$244,735ExcessFromYear4Amt
Excess From Year1$85,352ExcessFromYear1Amt
Excess From Current Year$255,828ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BOOKS BRUSHES & BANDS FOR EDUCATION
5920 HOHMANHAMMONDIN46320NONEPCOPERATING FUNDS$50,000
FRANSISCAN HEALTH FOUNDATION
2050 NORTH MAIN STREET SUITE ACROWN POINTIN46307NONEPCOPERATING FUNDS$20,000
LEGACY FOUNDATION
1000 E 80TH PL 402NMERRILLVILLEIN46410NONEPCOPERATING FUNDS$14,000
MENTAL HEALTH AMERICA OF NORTHWEST INDIANA
5311 HOHMAN AVEHAMMONDIN46320NONEPCOPERATING FUNDS$50,000
MICHIGAN STATE UNIVERSITY
535 CHESTNUT ROAD ROOM 300EAST LANSINGMI48824NONEPCOPERATING FUNDS$200,000
NATURE CONSERVANCY
620 W OHIO STREETINDIANAPOLISIN46202NONEPCOPERATING FUNDS$5,000
OPPORTUNITY ENTERPRISES
2801 EVANS AVENUEVALPARAISOIN46383NONEPCOPERATING FUNDS$20,000
ROSC
PO BOX 2444AUGUSTAME04338NONEPCOPERATING FUNDS$100,000
SHIRLEY HEINZE LAND TRUST
109 WEST 700 NORTHVALPARAISOIN46385NONEPCOPERATING FUNDS$5,000
SOJOURNER TRUTH HOUSE
410 WEST 13TH AVEGARYIN46407NONEPCOPERATING FUNDS$50,000
THE 1441 FOUNDATION
PO BOX 394LOWELLIN46356NONEPCOPERATING FUNDS$20,000
TRADEWINDS REHABILITATION CENTER INC
3198 E 83RD PLACEMERRILLVILLEIN46410NONEPCOPERATING FUNDS$35,455
VETERANS LIFE CHANGING SERVICES
501 W RIDGE RDGARYIN46408NONEPCOPERATING FUNDS$25,000
CROSSROADS FUND
3411 W DIVERSEY AVE 20CHICAGOIL60647NONEPCOPERATING FUNDS$30,000
LORI PATTERSON
306 N ABBEY RDURBANAIL61802NONEPCOPERATING FUNDS$10,000
PARTNERS IN HEALTH
800 BOYLSTON STREET SUITE 300BOSTONMA02199NONEIOPERATING FUNDS$5,000
WORLD CENTERAL KITCHEN INC
2001 L STREET NW SUITE 500 PMB 2124WASHINGTONDC20036NONEPCOPERATING FUNDS$7,000
LUBIZNIK CENTERS FOR ARTS
101 W 2ND ST 100MICHIGAN CITYIN46360NONEPCOPERATING FUNDS$5,000
SAFE COALITION FOR HUMAN RIGHTS
9335 CALUMET AVE STE DMUNSTERIN46321NONEPCOPERATING FUNDS$2,000
OXFAM AMERICA
77 NORTH WASHINGTON STREET SUITEBOSTONMA02114NONEPCOPERATING FUNDS$2,000500
CHICAGO IMMIGRANT WELCOME NETWORK
824 E HOFFMAN STHAMMONDIN46327NONEPCOPERATING FUNDS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$656,455TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$171,217ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,200,551ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,371,768ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,371,768TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$4,784,051EOYBookValueAmt
EOYFMV$6,233,238EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV TO BOOK TAX DIFFERENCESDesc
Amt$19,060Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$1,852Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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